We’re a team with award-winning international experience investing in global equities.
We believe in our process and portfolio - as owners and co-investors in the fund we are 100% aligned with our clients.
Investing with Constantia is a true partnership – we make money alongside you, not off you.
We’re not incentivised by any third party to sell or buy a product - every decision we make is with the goal to build long term wealth for our investors.
We pride ourselves on being patient investors with the discipline to know when to buy and sell.
We’re available to speak with any time - whether that’s to help with your account, or a question you may have on the portfolio.
Our process is based on five fundamental beliefs:
In a world obsessed with short-term gains and quick wins, we believe the best way to sustainably build your wealth is over the long-term.
The average time a stock is held on the stock exchange is five and a half months. It’s near impossible to capture the true value of a company in that time.
Because the market’s focus is so short-term, even exceptional companies can be sold off and become undervalued.
When they are, we look to buy these exceptional companies at attractive prices, and hold them for five years or more.
What Makes for an Exceptional Company?
An exceptional company in our view is one with the ability to grow faster and for longer than its peers – leading to higher share prices over time.
We believe the hallmarks of exceptional companies are:
1. Being highly profitable and generating excess cash
2. Having opportunities to reinvest the excess cash for growth
3. Being stewarded by exceptional management teams